Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Best answer

AutoPilot (Email) & Calendly Integration

  • November 12, 2020
  • 1 reply
  • 48 views
C

Hi,

Can an AutoPilot email be triggered based on the date a contact selects for an “event” (ie, a demo they’ve scheduled based on their availability)? Specifically, I’d like to schedule an email to go out the day before their scheduled demo to remind them that the demo is happening, and I’d like to include in the email copy a reminder of the date and time they’ve requested for said demo.

 

Thanks!

Best answer by GetUWired

Hi there, 

 

Sending an email is not one of the features available in Zapier for Autopilot. The actions available for AutoPilot in Zapier can be found here: https://zapier.com/apps/autopilot/integrations

I have outlined a workaround below on how it could be accomplished outside of AutoPilot using Gmail or Email by Zapier to send the email

This can be done easily as long as the event is not more than one month out. It will need to happen in multiple steps. 

 

  1. Set up a trigger from Calendly to fire on “Invitee Created” 
  2. Your second step will be the “Formatter by Zapier” and you’ll want to manipulate the “Date / Time” field. You’ll choose to add/subtract time from the date/time of the event in the trigger step. 
    1. Input the event start time and subtract 1 day
  3. Your next step will be “Delay by Zapier” to “Delay Until” the return date in step 2 (this is restricted to 1 month out, if the date is further out then 1 month then you will need to combine Calendly and Google Calendar first, and then create a second Zap to trigger based off the Google Calendar Event)
  4. Lastly, you can select Gmail or Email by Zapier to send the email

 

View original
Did this topic help you find an answer to your question?
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

GetUWired
Forum|alt.badge.img+12
  • GetUWiredZapier Expert
  • Zapier Expert
  • 1030 replies
  • Answer
  • November 12, 2020

Hi there, 

 

Sending an email is not one of the features available in Zapier for Autopilot. The actions available for AutoPilot in Zapier can be found here: https://zapier.com/apps/autopilot/integrations

I have outlined a workaround below on how it could be accomplished outside of AutoPilot using Gmail or Email by Zapier to send the email

This can be done easily as long as the event is not more than one month out. It will need to happen in multiple steps. 

 

  1. Set up a trigger from Calendly to fire on “Invitee Created” 
  2. Your second step will be the “Formatter by Zapier” and you’ll want to manipulate the “Date / Time” field. You’ll choose to add/subtract time from the date/time of the event in the trigger step. 
    1. Input the event start time and subtract 1 day
  3. Your next step will be “Delay by Zapier” to “Delay Until” the return date in step 2 (this is restricted to 1 month out, if the date is further out then 1 month then you will need to combine Calendly and Google Calendar first, and then create a second Zap to trigger based off the Google Calendar Event)
  4. Lastly, you can select Gmail or Email by Zapier to send the email

 

Terms & Conditions